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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (80072)	4/25/2000 12:07:00 AM
From: Amir Shalit	Read Replies (1) of 132070

Mike, Actually you can find some value (or at least attractive valuation) among the new networking infrastructure companies including: FDRY, ATON, RBAK, EXTR, FFIV and to a smaller extent SCMR (still too expensive) and CMTN (Wrong space). Most of these companies are growing revenue at about 200%+ a year and will have a PE of not more than 50, based on next 12 month eps. All of these companies offer much better value to CSCO, LU and NT than the zero revenue startups they just bought for many billions. My problem is the investment environment which is too dependent on key NAS-duck & DOW leaders that still trade at 3-4 times growth rate. In addition a lot of this economy is just a house of cards built on phony dot com startups and bubble market gains. Regardless, I'm still buying a little. First tech purchases in about three years... Amir

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